Key facts
- MSEX - MIDDLESEX WATER CO has 22 insiders with reported activity on this page.
- Net insider value flow over the last year: +$11,443.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to buying over the last 12 months. Net value: +$11,443.
$108,619
Shares: 2,000
Insiders: 1
$97,176
Shares: 1,786
Insiders: 3
+$11,443
Shares: +214
Insiders: -2
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 2,000 | 434 | $108,619 | $23,804 | +$84,814 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 650 | $0 | $33,097 | -$33,097 |
| 9-12 | 0 | 702 | $0 | $40,274 | -$40,274 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Dennis W. Doll | Director | $8,225,829 | Mixed | 01 Apr 2025 | ||
| A. Bruce Oconnor | SVP, CFO and Treasurer | $1,514,180 | Mixed | 20 Jun 2024 | ||
| G. Christian Andreasen Jr. | Vice President-Engineering | $1,382,027 | Mixed | 31 Jan 2025 | ||
| Amy B. Mansue | Director | $1,084,885 | Mixed | 01 Apr 2026 | ||
| Joshua Bershad | Director | $1,076,214 | Mixed | 01 Apr 2026 | ||
| Nadine Duchemin-Leslie | President, CEO | $973,672 | Mixed | 01 Apr 2026 | ||
| Robert K. Fullagar | President-NJ Operations | $706,470 | Mixed | 01 Apr 2026 | ||
| Steven M. Klein | Director | $651,564 | Mixed | 01 Apr 2026 | ||
| Jay L. Kooper | VP, Gen. Counsel & Secretary | $577,788 | Mixed | 01 Apr 2026 | ||
| James F. Cosgrove Jr. | Director | $571,587 | Mixed | 01 Apr 2026 | ||
| Georgia M. Simpson | Vp It | $561,401 | Mixed | 01 Apr 2026 | ||
| Lorrie B. Ginegaw | VP, Human Resources | $502,978 | -$33,097 | -6.2% | Mixed | 01 Apr 2026 |
| Mohammed Ghali Zerhouni | SVP, CFO and Treasurer | $445,890 | Mixed | 01 Apr 2026 | ||
| Ann L. Noble | Director | $384,603 | Mixed | 01 Apr 2026 | ||
| Kim C. Hanemann | Director | $361,667 | Mixed | 01 Apr 2026 | ||
| Bernadette M. Sohler | VP-Corporate Affairs | $325,030 | Mixed | 31 Dec 2024 | ||
| Gregory S. Sorensen | VP, Chief Operating Officer | $186,261 | Mixed | 01 Apr 2026 | ||
| Vaughn L. McKoy | Director | $148,141 | Mixed | 01 Apr 2026 | ||
| Robert J. Capko | PAO & Controller | $129,948 | -$7,241 | -5.3% | Mixed | 01 Apr 2026 |
| Walter G. Reinhard | Director | $43,613 | -$56,837 | -57% | Mixed | 01 Apr 2026 |
| Robert N. Hoglund | Director | $43,613 | +$108,619 | +249% | Mixed | 01 Apr 2026 |
| Tatyana Kaplan | Chief Accounting Officer | Mixed | 26 Mar 2026 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
|
Company |
16%
from 13D/G
|
3,016,602
|
$157,014,108 | — | 31 Mar 2026 | |
| T. Rowe Price Investment Management, Inc. |
13F
13D/G
|
Company |
9.1%
from 13D/G
|
1,742,092
|
$90,676,000 | — | 31 Mar 2026 | |
| Neuberger Berman Group LLC |
13F
13D/G
|
Company |
5.6%
from 13D/G
|
1,549,906
|
$80,672,607 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
|
Vanguard Capital Management · Company |
5.2%
|
961,148
|
$50,027,850 | $0 | 31 Mar 2026 | |
| FIRST TRUST PORTFOLIOS LP |
13D/G
|
First Trust Portfolios L.P. |
2.9%
|
516,910
|
$32,038,082 | $0 | 31 Dec 2024 | |
| Joshua Bershad |
3/4/5
|
Director |
0.12%
|
21,345
|
$1,076,214 | — | 01 Apr 2026 | |
| Robert N. Hoglund |
3/4/5
|
Director |
0%
|
865
|
$43,613 | +$108,619 | 01 Apr 2026 | |
| Walter G. Reinhard |
3/4/5
|
Director |
0%
|
865
|
$43,613 | -$56,837 | 01 Apr 2026 | |
| MORGAN STANLEY |
13F
|
Company |
6%
|
1,107,615
|
$57,651,396 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
4%
|
744,062
|
$38,728,427 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
2.6%
|
488,067
|
$25,403,887 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
469,917
|
$24,464,844 | — | 31 Mar 2026 | |
| Legal & General Group Plc |
13F
|
Company |
2.2%
|
405,847
|
$21,124,337 | — | 31 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.9%
|
345,761
|
$17,997,544 | — | 31 Mar 2026 | |
| Invesco Ltd. |
13F
|
Company |
1.6%
|
290,631
|
$15,127,344 | — | 31 Mar 2026 | |
| Ledgewood Wealth Advisors, LLC |
13F
|
Company |
1.4%
|
254,016
|
$13,221,525 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
198,096
|
$10,310,897 | — | 31 Mar 2026 | |
| MIROVA |
13F
|
Company |
1.1%
|
196,000
|
$10,201,800 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1%
|
191,885
|
$9,987,614 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.96%
|
177,618
|
$9,244,998 | — | 31 Mar 2026 | |
| Zimmer Partners, LP |
13F
|
Company |
0.95%
|
176,903
|
$9,207,801 | — | 31 Mar 2026 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.79%
|
147,013
|
$7,652,027 | — | 31 Mar 2026 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
0.78%
|
143,889
|
$7,489,422 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.7%
|
129,825
|
$6,757,393 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.64%
|
118,968
|
$6,192,284 | — | 31 Mar 2026 | |
| ProShare Advisors LLC |
13F
|
Company |
0.64%
|
118,700
|
$6,178,335 | — | 31 Mar 2026 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.57%
|
105,387
|
$5,485,395 | — | 31 Mar 2026 | |
| CRAMER ROSENTHAL MCGLYNN LLC |
13F
|
Company |
0.5%
|
93,657
|
$4,874,847 | — | 31 Mar 2026 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.47%
|
86,742
|
$4,514,921 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.37%
|
69,321
|
$3,608,158 | — | 31 Mar 2026 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.36%
|
67,547
|
$3,515,000 | — | 31 Mar 2026 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.35%
|
65,647
|
$3,416,926 | — | 31 Mar 2026 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.35%
|
65,517
|
$3,410,160 | — | 31 Mar 2026 | |
| NUANCE INVESTMENTS, LLC |
13F
|
Company |
0.31%
|
57,187
|
$2,976,568 | — | 31 Mar 2026 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.3%
|
55,489
|
$2,888,202 | — | 31 Mar 2026 | |
| Penn Capital Management Company, LLC |
13F
|
Company |
0.29%
|
53,595
|
$2,789,620 | — | 31 Mar 2026 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.28%
|
52,100
|
$2,711,786 | — | 31 Mar 2026 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
0.23%
|
42,116
|
$2,192,138 | — | 31 Mar 2026 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.22%
|
40,767
|
$2,121,922 | — | 31 Mar 2026 | |
| Nuveen, LLC |
13F
|
Company |
0.21%
|
39,160
|
$2,038,278 | — | 31 Mar 2026 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.21%
|
38,443
|
$2,000,941 | — | 31 Mar 2026 | |
| NORTHSTAR ASSET MANAGEMENT INC |
13F
|
Company |
0.21%
|
38,237
|
$1,990,235 | — | 31 Mar 2026 | |
| NFJ INVESTMENT GROUP, LLC |
13F
|
Company |
0.21%
|
38,178
|
$1,987,165 | — | 31 Mar 2026 | |
| Quantinno Capital Management LP |
13F
|
Company |
0.2%
|
37,365
|
$1,944,875 | — | 31 Mar 2026 | |
| Swiss National Bank |
13F
|
Company |
0.2%
|
36,262
|
$1,887,437 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
0.19%
|
35,760
|
$1,861,308 | — | 31 Mar 2026 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.18%
|
32,715
|
$1,702,816 | — | 31 Mar 2026 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.17%
|
31,810
|
$1,656,000 | — | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.17%
|
31,424
|
$1,657,301 | — | 31 Mar 2026 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.17%
|
31,395
|
$1,634,110 | — | 31 Mar 2026 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Georgia M. Simpson | MSEX | Common Stock (Book) | Tax liability | 47% | 338 | 1,057 | 01 Apr 2026 | Direct | ||
| Georgia M. Simpson | MSEX | Common Stock (Restricted Stock Book) | Other | -12% | -759 | 5,564 | 01 Apr 2026 | Direct | ||
| Georgia M. Simpson | MSEX | Common Stock (Restricted Stock Book) | Award | 51.2% | 2,140 | 6,323 | 01 Apr 2026 | Direct | ||
| Jay L. Kooper | MSEX | Common Stock (Book) | Tax liability | 66.3% | 350 | 878 | 01 Apr 2026 | Direct | ||
| Jay L. Kooper | MSEX | Common Stock (Restricted Stock Book) | Other | -10.2% | -759 | 6,691 | 01 Apr 2026 | Direct | ||
| Jay L. Kooper | MSEX | Common Stock (Restricted Stock Book) | Award | 53.5% | 2,597 | 7,450 | 01 Apr 2026 | Direct | ||
| Lorrie B. Ginegaw | MSEX | Common Stock (Book) | Tax liability | 8.61% | 364 | 4,593 | 01 Apr 2026 | Direct | ||
| Lorrie B. Ginegaw | MSEX | Common Stock (Restricted Stock Book) | Other | -13.2% | -823 | 5,428 | 01 Apr 2026 | Direct | ||
| Lorrie B. Ginegaw | MSEX | Common Stock (Restricted Stock Book) | Award | 47.6% | 2,017 | 6,251 | 01 Apr 2026 | Direct | ||
| Robert K. Fullagar | MSEX | Common Stock (Book) | Tax liability | 43.6% | 394 | 1,297 | 01 Apr 2026 | Direct | ||
| Robert K. Fullagar | MSEX | Common Stock (Restricted Stock Book) | Other | -12.1% | -886 | 6,433 | 01 Apr 2026 | Direct | ||
| Robert K. Fullagar | MSEX | Common Stock (Restricted Stock Book) | Award | 41% | 2,128 | 7,319 | 01 Apr 2026 | Direct | ||
| Robert J. Capko | MSEX | Common Stock (Book) | Tax liability | 83 | 83 | 01 Apr 2026 | Direct | |||
| Robert J. Capko | MSEX | Common Stock (Restricted Stock Book) | Other | -5.3% | -193 | 3,448 | 01 Apr 2026 | Direct | ||
| Robert J. Capko | MSEX | Common Stock (Restricted Stock Book) | Award | 85.6% | 1,679 | 3,641 | 01 Apr 2026 | Direct | ||
| Mohammed Ghali Zerhouni | MSEX | Common Stock (Restricted Stock Book) | Award | 190% | 5,927 | 9,047 | 01 Apr 2026 | Direct | ||
| Gregory S. Sorensen | MSEX | Common Stock (Restricted Stock Book) | Award | 4,983 | 4,983 | 01 Apr 2026 | Direct | |||
| Nadine Duchemin-Leslie | MSEX | Common Stock (Restricted Stock Book) | Award | 189.8% | 12,675 | 19,352 | 01 Apr 2026 | Direct | ||
| Walter G. Reinhard | MSEX | Common Stock (Book) | Award | 865 | 865 | 01 Apr 2026 | Direct | |||
| Ann L. Noble | MSEX | Common Stock (Book) | Award | 865 | 865 | 01 Apr 2026 | Direct | |||
| Vaughn L. McKoy | MSEX | Common Stock (Book) | Award | 865 | 865 | 01 Apr 2026 | Direct | |||
| Amy B. Mansue | MSEX | Common Stock (Book) | Award | 865 | 865 | 01 Apr 2026 | Direct | |||
| Steven M. Klein | MSEX | Common Stock (Book) | Award | 35% | 865 | 3,333 | 01 Apr 2026 | Direct | ||
| Robert N. Hoglund | MSEX | Common Stock (Book) | Award | 865 | 865 | 01 Apr 2026 | Direct | |||
| Kim C. Hanemann | MSEX | Common Stock (Book) | Award | 34.6% | 865 | 3,367 | 01 Apr 2026 | Direct | ||
| James F. Cosgrove Jr. | MSEX | Common Stock (Book) | Award | 865 | 865 | 01 Apr 2026 | Direct | |||
| Joshua Bershad | MSEX | Common Stock (Book) | Award | 123.2% | 865 | 1,567 | 01 Apr 2026 | Direct | ||
| Walter G. Reinhard | MSEX | Common Stock (Street) | Sale | -4.72% | $16,563 | $55.21 | -300 | 6,051 | 04 Mar 2026 | Direct |
| Nadine Duchemin-Leslie | MSEX | Common Stock (Book) | Tax liability | 48.7% | 2,336 | 7,129 | 03 Mar 2026 | Direct | ||
| Nadine Duchemin-Leslie | MSEX | Common Stock (Restricted Stock Book) | Other | -41% | -4,630 | 6,677 | 03 Mar 2026 | Direct | ||
| Nadine Duchemin-Leslie | MSEX | Common Stock (Restricted Stock Book) | Award | 69.3% | 4,630 | 11,307 | 01 Mar 2026 | Direct | ||
| Robert N. Hoglund | MSEX | Common Stock (Street) | Purchase | $108,619 | $54.31 | 2,000 | 2,000 | 27 Feb 2026 | Direct | |
| Robert J. Capko | MSEX | Common Stock (Book) | Sale | -100% | $7,241 | $54.04 | -134 | 0 | 25 Feb 2026 | Direct |
| Lorrie B. Ginegaw | MSEX | Common Stock (Book) | Sale | -14.9% | $33,097 | $50.92 | -650 | 3,709 | 18 Nov 2025 | Direct |
| Joshua Bershad | MSEX | Common Stock (Street) | Other | 1231% | 213,365 | 230,698 | 15 Jun 2025 | See Note | ||
| Walter G. Reinhard | MSEX | Common Stock (Book) | Sale | -100% | $40,274 | $57.37 | -702 | 0 | 28 May 2025 | Direct |